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Pre-retirees losing confidence in comfortable retirement: research
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In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn discuss the issues that may affect super and the policy positions of the two major parties
Trustees should consider if their communication is adequate when dealing with notices of intention, AFCA has said
The ATO has reminded trustees they have until 30 June to make their minimum payment from their pension. SMSF trustees ...
Confidence among pre-retirees is waning as more Australians want financial education to ensure stability in retirement, ...
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Referral relationships are one effective method for accountants to boost their client network as compliance work continues to wane
For some time now we have been talking about the options which accountants have under the Future of Financial Advice reforms (FOFA).
Essentially these are:
• make a business decision about whether to stay in the SMSF space or get out
• stay in but refer clients to a financial adviser
• become licensed as an authorised representative under an AFSL holder
• apply to ASIC for a limited or a full licence
• use a combination of a limited licence and referring clients for advice outside the scope of the limited licence
Much of the early discussion and focus has been on becoming licensed – either with a limited licence or as an authorised representative.
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